Merrill Lynch, Pierce, Fenner & Smith Incorporated

Firm record

As recorded in SEC IAPD

Firm CRD

7691

SEC number

801-14235

Firm type

RIA

Assets under management

$1.8T as of Jun 29, 2026

Website

www.merrilledge.com/GUIDED-INVESTING ↗

Phone

800-637-7455

Address

One Bryant Park, New York, NY, 10036

Advisors at this firm

27,029 in our index · page 375 of 541

• Marguerite Farny PlattCRD 3130034 · New York, NY
  IA RegisteredBroker
• Adam B PlattnerCRD 4986543 · Fort Smith, AR
  IA RegisteredBroker
• Maria T PlazaCRD 5651345 · Miami, FL
  IA RegisteredBroker
• Natalie Michelle PlazaCRD 6918335 · Wilmington, DE
  IA RegisteredBroker
  Disclosure event(s) on record
• Andrew Kenneth PleatCRD 3073662 · Saratoga Springs, NY
  IA RegisteredBroker
• Philip James PleatCRD 710956 · Manchester, NH
  IA RegisteredBroker
• Tammy Renee PleiconesCRD 6588344 · New York, NY
  IA RegisteredBroker
• Arnold PlonskiCRD 1018636 · Florham Park, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Kevin Donn PlotkinCRD 1855796 · Wayne, PA
  IA RegisteredBroker
• Stuart Darren PlotkinCRD 2388895 · Stamford, CT
  IA RegisteredBroker
• Ryan Patrick PlovieCRD 4889210 · Bloomfield Hills, MI
  IA RegisteredBroker
• John PlowmanCRD 6873114 · Alpharetta, GA
  IA RegisteredBroker
• Courtney Janemarie PlumbleyCRD 6801509 · Fort Worth, TX
  IA RegisteredBroker
• Cheryl Ann PlunkettCRD 3123317 · Media, PA
  IA RegisteredBroker
• Richard Stephen PlutaCRD 1232948 · New York, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Marina PochoumenskiCRD 6149161 · Houston, TX
  IA RegisteredBroker
• Kristina M PocklCRD 5293518 · Sewickley, PA
  IA RegisteredBroker
• Joshua Matthew PodellCRD 6251021 · Los Angeles, CA
  IA RegisteredBroker
• Robert Allan PodolskyCRD 1398320 · Boca Raton, FL
  IA RegisteredBroker
• Timothy A PoeCRD 2221653 · Pennington, NJ
  IA RegisteredBroker
• Ashleigh Marie PoffCRD 6278427 · York, PA
  Broker
• Haykuhi PoghosyanCRD 5964074 · Tampa, FL
  IA RegisteredBroker
• Ellen PogosCRD 1189128 · Columbus, OH
  IA RegisteredBroker
• Elaine PolemenakosCRD 6051654 · Lake Jackson, TX
  IA RegisteredBroker
• Sotiros C PolemenakosCRD 4173099 · Lake Jackson, TX
  IA RegisteredBroker
• Gregory Neil PolhemusCRD 4693656 · Princeton, NJ
  IA RegisteredBroker
• Jamie Reynold PolicareCRD 5938668 · Blue Bell, PA
  IA RegisteredBroker
• Jodi Ann PolickCRD 4726784 · New Haven, CT
  IA RegisteredBroker
• Jennifer PolidoriCRD 4061939 · Wayne, NJ
  IA RegisteredBroker
• Richard James PolimeniCRD 1633012 · Pennington, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Stephen Daniel PolinCRD 2860574 · Palm Beach, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Charles Thomas PolisCRD 1555515 · Bradenton, FL
  IA RegisteredBroker
• Joann PolisCRD 4437861 · Manasquan, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Joseph R PoliseoCRD 4653011 · Tucson, AZ
  IA RegisteredBroker
• Janine Politano-MarottaCRD 2599794 · New York, NY
  IA RegisteredBroker
• Melissa PolitiCRD 2775538 · Florham Park, NJ
  IA RegisteredBroker
• Cynthia M PolitoCRD 2701630 · Short Hills, NJ
  IA RegisteredBroker
• Emily Christine PolitoCRD 3149822 · Dallas, TX
  IA RegisteredBroker
• John Robert PolivkaCRD 6338921 · The Woodlands, TX
  IA RegisteredBroker
• Charles Robert PollackCRD 1850884 · White Plains, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• James Kenneth PollardCRD 2935505 · Bloomfield Hills, MI
  IA RegisteredBroker
• James S PollardCRD 5612028 · New York, NY
  IA RegisteredBroker
• Blake Arthur PollockCRD 1842567 · Auburn Hills, MI
  IA RegisteredBroker
  Disclosure event(s) on record
• John Terry PollockCRD 1026079 · Chattanooga, TN
  IA RegisteredBroker
  Disclosure event(s) on record
• Oliver PoloCRD 5517504 · San Diego, CA
  IA RegisteredBroker
• Pj PolokoffCRD 1289047 · Williamsville, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Elyssa PolsterCRD 4524022 · New York, NY
  IA RegisteredBroker
• Michael PoludniakCRD 5863586 · Burlington, WI
  IA RegisteredBroker
• Matthew D PomerantzCRD 6535723 · Chicago, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• Laura Alisa PomeroyCRD 3169850 · San Diego, CA
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Sep 4, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.